According to Dave…it’s HAPPY FRIDAY!
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It doesn’t matter what day you visit us at the office; you know it’s going to be a happy day if Dave […]
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Rob’s Grandparent’s Guide to Saving for Kids & Grandkids
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] With the 4th of July behind us, we are officially in the thick of summer. The triple-digit temperatures over the
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Word Of Mouth Is King
By Nicholas HamnerInvestment Advisor [email protected] A few months ago, a lady in our neighborhood posted on Facebook saying she had made too much bread and asked if anyone would be
Just Because You Can, Does It Mean You Should?
By Nicholas HamnerInvestment Advisor [email protected] Last weekend I found myself at a flea market, thumbing through old books while a lady two tables over tried to pitch me some chipped
Polishing Up Your HALO
by Nicholas HamnerInvestment Advisor [email protected] Investors and analysts love their acronyms. Words like FAANG, MAMAA, and GRANOLA have all had their proverbial 15 minutes in the limelight. Fame-seeking pundits are
Rob Talks About Dying With Zero
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] We have lived by “Rules of Thumb” our whole lives. I remember my parents saying to me at a young
Market Trends & Patterns
by Kyle PlotkinInvestment Advisor [email protected] In last week’s newsletter, Peter covered the recent stock market volatility and the headlines fueling this roller coaster ride. I’d like to follow up by diving